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BLACKDIAMOND WEALTH MANAGEMENT, LLC
CRD 291459File 801-112524
APPROVED
Retail clients
Disclosure events
Filing as of Jul 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$424.0M
Below cohort median (national)
Discretionary AUM
$405.6M
Non-discretionary $18.4M
Clients
379
1,238 accounts
Employees
10
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 26, 2018
- Principal office
- 31 HUDSON YARDS, FLOOR 10, SUITE 55, NEW YORK, NY, 10001
- Phone
- (212) 784-6999
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $424.0M
- Discretionary AUM
- $405.6M
- Non-discretionary AUM
- $18.4M
- Discretionary accounts
- 1,232
- Non-discretionary accounts
- 6
- Total accounts
- 1,238
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $819K |
| High net worth individuals | 96 | $281.6M |
| Pension and profit sharing plans | 8 | $18.4M |
| Individuals (other than high net worth individuals) | 275 | $123.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.